+1-757-461-3022 x124

Library

Primary tabs

What types of roles come standard with the xTupleCommerce website?

Here’s a list of all of the website roles that come standard with xTupleCommerce:

  • Anonymous
  • User
  • Authenticated
  • User
  • Manager
  • Editors
  • Administrator

Was this Helpful?
up
416 users have voted, including you.

How do I update the subtitle of my item for xTupleCommerce?

Go to the item master in the xTuple ERP database. The second line of the description field contains the default text for the subtitle. However, you can override this subtitle by entering an alternate subtitle on the marketing tab.

If the subtitle (under the description) has content that your internal team needs to see but you don't want your customers to see, use the subtitle field on the marketing tab for the content you want your customers to see.  The content on the marketing tab overrides the subtitle at the top of the window for the website. Your team will continue to see the subtitle that is under the description. 

After you save any item master change, be sure to refresh the web page. If the change does not appear automatically, you may need to flush the cache. 

Was this Helpful?
up
415 users have voted.

Where are the opportunity reports?

The easiest way to get a quick report on your opportunities is to use the filters available on the list of opportunities. You can filter on any opportunity criteria you wish. The list results then can be printed or exported to a spreadsheet.

Was this Helpful?
up
415 users have voted.

How are opportunity stages used?

The opportunity stage describes the current state of an opportunity--and can be used to track opportunity life cycles. For example, if you are looking at a brand new opportunity, you might mark the opportunity as being in the "Qualifying" stage. Once you are actively working the opportunity its stage might change to something like "Engaged" or "Active." Finally, you can tell an opportunity is completed if the stage is "Closed." Opportunity stages are user-definable, so you can create any phrases you want to suit your business needs.

Was this Helpful?
up
414 users have voted.

Do invoices flow from sales orders?

If you are using sales orders to capture customer orders, then invoices do flow from sales orders. The typical progression goes as follows: sales order -> shipping -> billing/invoicing. You can also enter invoices without first having a sales order. This is more common in service businesses, where inventory is not a major focus.

Was this Helpful?
up
406 users have voted.

Why are some tax types system-defined?

There are two system-defined tax types: freight and adjustment. Since both tax types generally impact an entire order, they can operate without being linked to specific item records. By contrast, user-defined tax types must be linked to item records. Using the freight tax type, you can create tax assignments to calculate freight taxes by tax zone. The adjustment tax type is used whenever you create a miscellaneous tax adjustment during order entry.

 

Was this Helpful?
up
405 users have voted.

How long does xTuple store my backups?

xTuple stores a minimum of the 5 most recent backups plus one backup each week for a minimum of 1 year. Because of network related problems the most recent backups may not always be consecutive by day.

Was this Helpful?
up
400 users have voted.

OpenRPT/xTuple says it can't find something. What should I do?

This is probably caused by an issue with environment variables. See if you can find what the software is looking for and then check whether the environment variables are missing the path to it.

Was this Helpful?
up
398 users have voted.

How do I change the URL for an image in my carousel?

All of the content relating to the carousel is managed on the xTupleCommerce website. In order to change the URL when a user clicks on a particular carousel image, follow these instructions: 

  1. After logging in to the xTupleCommerce website, go to the Admin > Structure > Nodequeue.  
  2. Find the carousel you would like to update and click VIEW.
  3. From there, you select the EDIT view.   
  4. Once you're on the carousel’s edit page, scroll down closer to the bottom and update the URL. You can make the carousel point to one singular product or a category of products. All you need is the URL.
  5. When you've completed the update, SAVE the change. 

Note: You can also update the carousel title and image on this page. 

Was this Helpful?
up
396 users have voted.

My balance sheet and income statement don't show the same profit amount. Any idea why?

One possible explanation for this is that the Basic Balance Sheet which ships with xTuple ERP is YTD. Therefore, the only way to balance it against the Basic Income Statement is to view the Income Statement as YTD, as well.

It's also possible you've customized your financial reports, and the profit calculations in each report definition don't match.

Was this Helpful?
up
395 users have voted.

Why can't I log into the community site?

We recently upgraded our forum software, in an ongoing effort to improve our community site. During this transition, you may experience problems with your login on either xTuple.org or on our new forum site. Because these are currently separate sites, it's possible your password on one or the other may get out of sync —though your user name should be the same in both places. If one (or the other) of your passwords gets out of sync, simply request a new password. In this way, you can synchronize your passwords manually. In the near future, we plan to implement a single-sign on solution, which will solve this issue going-forward.

To learn more about our forums, please see our webmaster's recent blog post on the subject.

Was this Helpful?
up
394 users have voted.

What does "used by billing" mean?

If a bank account is used by billing, that means you can enter cash receipts against the bank account. If you are receiving cash but don't see the bank account you want, make sure the bank account is set up to be used by billing.

Was this Helpful?
up
388 users have voted.

How can I see the work others have done on an incident?

Incident comments and history show you the work others have done on an incident so that you can collaborate on incidents with your colleagues.

The comments tab shows user input from others who have worked previously on the incident. The comments are date and time-stamped.

On the history tab you will see system records entered every time a change was saved to the incident. The history tab shows you the date, time and user information for every change.

Was this Helpful?
up
387 users have voted.

How does the tax credit for discounts work?

The credit taxes option should be enabled if you want to ensure tax payments are credited when processing early payment discounts. This option is selected by default. If not selected, taxes will not be credited when early payment discounts are processed.

Was this Helpful?
up
387 users have voted.

What is an item type?

Item types help to classify items and drive or restrict functionality in the application. For example, manufacturing companies have items that can be manufactured and are of item type manufactured. Other items that are item type purchased make up the raw materials of manufactured items. Check out the Item section of the xTuple ERP Reference Guide for more information on item types and Item master configuration.

Was this Helpful?
up
387 users have voted.

What can my customers manage on the xTupleCommerce site?

Once a customer has logged into your xTupleCommerce site, they have the ability to do the following:

  • Modify basic contact information.
  • Update and create new shipping addresses.
  • View pending orders and invoices.
  • Create a saved cart.
  • Identify favorite items.  

Any updates customers make to their account information automatically flows into the ERP. Conversely, any changes that are made in the ERP to a customer's account will be automatically updated on the xTupleCommerce site, as well.

Was this Helpful?
up
385 users have voted.

Why do some sources require special characters? (“&” and “...”)

When viewing xTuple .ts files in Qt Linguist, you will notice that some sources contain special characters, such as the ampersand (&) and the ellipsis (…). These are used by the program to identify hotkeys. For example, the source &Print is text that would appear in a dropdown menu. The & would not appear on the screen, but it allows the program to target the menu with a hotkey. The & character is used in menu items and commands, not in explanatory text. If there is a special character in the source, it must be maintained in the translation.

Was this Helpful?
up
385 users have voted.

Where do I mark commissions as paid?

Commissions can be marked as paid from any of the sales history reports. To do this, open a sales history record for editing—and then select the paid option. The commission will now be shown as paid in sales commission reports.

Was this Helpful?
up
384 users have voted.

Can my xTupleCommerce site have unique shipping options?

Currently, the xTupleCommerce site supports shipping via UPS and FedEx. However, other options can be customized. A customer pick-up option can also be added.

Was this Helpful?
up
383 users have voted.

My trial balance isn't forwarding. What do I do?

Forward-updating carries the ending balance for an Accounting Period forward to the beginning balance of the next Accounting Period, continuing the process until the current Accounting Period is reached. Keep in mind that balances cannot be forward-updated into Periods that are in the future relative to the current Period.

The forwarding of trial balances is discussed in the Closing Procedures document.

Was this Helpful?
up
383 users have voted.

Can I sort the order of images for xTupleCommerce?

At this time, there is no easy way to make images show up in a particular order. However, you can try detaching and then re-attaching image records on an item's document tab in the ERP. Doing so will assign a new system identifier to the records. Item records having the oldest (i.e., lowest) system identifier will be displayed first.

Was this Helpful?
up
382 users have voted.

Does xTupleCommerce handle returns online?

At this time, users cannot return items through xTupleCommerce and have that information push into the ERP database. However, we suggest you create a webform for customers to submit their return requests. The appropriate team members will receive an email notifying them of the message, and they can follow up with the customer about the possible return.

Was this Helpful?
up
382 users have voted.

How do I change the URL for an image in my carousel on my home page?

After logging into the xTupleCommerce website, locate the Admin bar and go to Structure > Nodequeue.  From there, select Carousel. Click the EDIT button next to the Carousel you'd like to update.

Was this Helpful?
up
381 users have voted.

What happens when I post a receivable?

Two things happen when you post a receivable: 1) the transaction is recorded in the general ledger and 2) the customer's receivables balance is adjusted either upward (invoices/debit memos) or downward (credit memos). Keep in mind there is no intermediate save option for debit and credit memos. When posted, each is posted directly to the general ledger.

Was this Helpful?
up
378 users have voted.

Can I change the maximum width of a field on a screen?

Yes!

var _debits = mywindow.findChild("_debits");
var _credits = mywindow.findChild("_credits");
_debits.maximumWidth = 200;
_credits.maximumWidth = 200;
Was this Helpful?
up
377 users have voted.